Data and Research

Defined contribution (DC) retirement plan eligibility and auto portability can have a large impact on reducing retirement savings shortfalls, the Employee Benefit Research Institute (EBRI) found.

Both groups have saved or are on track to save $700,000 or less; however, Boomers think that is adequate savings, while Gen Xers do not.

Legislative proposals could pave the way for increased access to workplace retirement savings plans in 2019, LIMRA says.

The top reason cited for not offering an annuity-type product in defined contribution plans is being uncomfortable or unclear about the fiduciary implications.

For example, the increasingly popular industry terminology around “the retirement tier” scored very low among respondents to an Invesco participant survey in terms of effectively communicating necessary information.

According to a report from the National Institute of Retirement Security, “Retirees with DB pensions know they are receiving a steady check despite economic conditions. In contrast, retirees...

The study, which evaluated pensions against hypothetical 401(k) plans, finds 77% of teachers in six states will work long enough in the same retirement system to earn benefits...

Employers have a dual concern about losing skilled workers and increasing benefit costs from employees who retire too late. 

A new EBRI analysis shows purchases of a deferred income annuity at age 65 (deferring 20 years with no death benefits) result in an overall improvement in retirement...

Results of a new Pew survey show about four in 10 non-investing individuals who express distrust in their primary financial institution said they would opt out of an...

The majority think they are on track for a secure retirement, but many worry about high health care costs.

For those 75 and older, out-of-pocket medical costs amount to 20% of their income.

A new cut of survey data from the LIMRA Secure Retirement Institute (SRI) shows four in ten single retirees believe their savings won’t last if they live to...

Both retirement plan sponsors and employees can learn lessons from the experiences recounted by retirees surveyed by the Transamerica Center for Retirement Studies.

Among Asians, Blacks, caregivers, Latinos, LGBTQ Americans and women, Prudential Financial found some groups are better prepared for retirement, and some groups focus more on helping others than...

For the 10th consecutive year, their top financial resolution for the New Year is to save more, Fidelity learned in a survey.

Of the 66% who responded in favor of the plans, 55% stated the likelihood of lowered costs for themselves is their top reason for supporting MEPs, while 54%...

The Plan Sponsor Council of America’s 61st Annual Survey of Profit Sharing and 401(k) Plans finds the most used benchmarks for retirement plan success remain participation and deferral...

The availability of Roth contributions has doubled in the last decade, and more plan sponsors are using a default deferral rate with automatic enrollment that is higher than...

At the time of an analysis from the Center for Retirement Research (CRR) at Boston College, 62% of eligible workers were participating, and 93% of contributing participants had...